Cyfe Client Workspace Setup (Onboarding)

Cyfe Client Workspace Setup (Onboarding)

1. 01

   Confirm the Agency plan is active before touching client data

   The Agency plan runs $190/mo and supports 10 clients with unlimited users. If the agency is onboarding an 11th client, either upgrade or retire a dormant workspace first, because the client cap is enforced at the account level and a blocked dashboard on delivery day is a retainer conversation you do not want to have.

2. 02

   Create the client dashboard and name it with the client's legal entity, not a nickname

   Starter caps at 2 dashboards, Standard at 5, Pro at 10, Premier at 119/mo tier, and Agency at 10 clients. Naming conventions matter once an agency passes five clients, because the dashboard list is the only index Cyfe gives you.

3. 03

   Connect data sources through OAuth, starting with Google Analytics, Google Ads, and the client's CRM

   Cyfe aggregates from 100+ sources including HubSpot, Salesforce, and Zapier. Connect the two or three sources the client actually reviews monthly first, then add the rest. Every unused connection is a credential the client has to re-authorize later.

4. 04

   Build the dashboard from pre-built widgets before writing any custom widget

   Cyfe ships 250+ pre-built metrics. Drag the KPI widgets the client already tracks in their own spreadsheets, because matching their existing numbers on day one buys credibility for every metric you add afterward.

5. 05

   Apply white-label branding: custom domain, agency logo, and CSS colors

   The Agency plan includes full branding control via custom domain and CSS. Set the domain before the client's first login so the URL they bookmark is the branded one, not a cyfe.com address you have to explain away.

6. 06

   Configure scheduled reports in PDF, PNG, or CSV and set metric alerts

   Automated email reporting and email or SMS alerts are native. Pick one delivery cadence per client (weekly PDF is the common agency default) and set alerts only on metrics the client can act on, since alert fatigue kills dashboard adoption faster than missing data.

7. 07

   Walk the client through TV Mode and public URLs during the handoff call

   TV Mode and public URLs are available from the Starter tier upward. TV Mode suits clients who display performance in an office; public URLs suit clients who forward a read-only link to their own leadership. Show both, then ask which one they will actually use.

8. 08

   Document the billing arrangement in the client contract before the first invoice

   Vendor-published complaints describe unauthorized recurring charges and unresponsive cancellation requests. Put the Cyfe line item, the cancellation window, and who owns the account in writing. Resale at $50-100/client/month markup only holds up when the billing terms are unambiguous.